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Comparison

Found nothing so far.

1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

2. Risk-adjusted returns are lower compared to the category

3. Risk is higher compared to the benchmark

4. Higher expense ratio

5. 1Y Returns are lower than the benchmark

6. 3Y Returns are lower than the benchmark

Top 10 Holdings

Name

% Assets

Sector

Instrument

Value(Cr)

GOI

22.0%

Sovereign

GOI Sec

45.3

Reliance Industries Ltd.

7.3%

Energy

NCD

15.0

Tata Power Co. Ltd.

7.1%

Energy

Debenture

14.5

National Bank For Agriculture & Rural Development

4.9%

Financial

Debenture

10.0

National Bank For Agriculture & Rural Development

3.9%

Financial

Bonds

8.0

ICICI Bank Ltd.

3.3%

Financial

Bonds

6.8

REC Ltd.

2.5%

Financial

Bonds

5.0

Power Finance Corpn. Ltd.

2.4%

Financial

Debenture

4.9

GOI

2.4%

Sovereign

GOI Sec

4.9

Indian Railway Finance Corpn. Ltd.

2.4%

Financial

Bonds

4.9

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About IDFC Mutual Fund

IDFC Mutual Fund started their mutual fund on 13/03/2000 and its managing total assets of ₹66,620 Cr. Its ranked at 11 as per total assets at end of 30th Sep 2017.

IDFC Mutual Fund works under the name IDFC Asset Management Company. The main
objective of this mutual fund company is to grow the AUM of the company by offering
adequate products for retail, as well as industrial customers.

IDFC is a relatively new fund house, but nevertheless, has won many accolades for its
performance, from various agencies.

IDFC mutual fund offers a bunch of mutual fund schemes that have performed relatively well in
the market and therefore, this fund house has carved a niche for itself.

It provides funds ranging from equity to debt to hybrid.

This AMC focuses on infrastructure as its key area and its main businesses in Project Finance,
Principal Investments, Financial Markets and Investment Banking, Broking, Advisory Services
and Asset Management.

IDFC effectively started off its business in 2000 and has since then been catering to investor
needs by periodically improving its fund stature, holdings and policies.

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.